LTM calculation and historical data in pivot tables

We have completed a major milestone in building financial toolbox for fundamental analysis and benchmarking in Excel with XBRLAnalyst. Here are some really exciting benefits of using XBRLAnalyst:


  1. Last Twelve Month (LTM) calculation is now built-in with XBRLFact. Just use LTM code in the period parameter. It greatly simplifies comparison of companies with mismatching fiscal periods or building automated financial models. Each calculation is fully explained in the cell Annotation
  2. Historical Data report can output data in Unpivoted form with Industry SIC codes. This greatly simplifies the industry benchmarking and historical analysis in Excel with Pivot tables and Charts
  3. Comps Table and Historical Data reports allow users enter a list of XBRL tags, search them for selected companies in one fiscal period or in all historical data. This is the long waited feature demanded by the users of XBRLAnalyst for benchmarking how XBRL tags are used in different industry sectors

What else is exciting about XBRLAnalyst today?

  • Right-click any cell and select new Context Menu option called  “Trace to XBRL Report” for finding any value returned by XBRLAnalyst in the XBRL report of the company.
  • Store user-defined financial concepts in Excel files together with Financial model. This simplifies collaboration and sharing of financial definitions.
  • New tool “Convert XBRL formulas to values” in Settings allows sending your Excel models to a client or colleague for viewing on any Excel capable device, offline or online. When needed, use the complementary tool “Restore XBRL formula” for getting a fully working Excel model again.
  • Quickly Drag&Drop any value from Financial Explorer and Financial Statement Viewer in any Excel worksheet. Now, this also applies to built-in financial definitions (TIDs) and user-defined ratios.
  • Use arbitrary formulas combining XBRL tags in {} brackets, financial concepts (TIDs) in [] brackets and other Excel functions. For example, to calculate EBITDA:
    =XBRLFact(“GOOG”, “[Operating Income]+{DepreciationandLossonDispositionofPropertyPlantandEquipment}+{AmortizationOfIntangibleAssets}”, “2014-Q1”)

Try XBRLAnalyst today free and benefit from direct access to financial reports (10-K, 10-Q) in Excel.


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